The Emotional Finance Programme.

A transformative training programme for financial professionals — designed to fill the gap technical qualifications leave behind.

For Individuals.

Whether you’re just starting out or a seasoned professional ready to stretch, the Emotional Finance Programme helps you grow the relational confidence, emotional intelligence, and deep trust-building skills that underpin great client work and a fulfilling career.

For Companies.

Whether you're developing new talent or helping experienced advisers deepen their impact, the Emotional Finance Programme builds the relational confidence, emotional intelligence, and trust-building skills that underpin strong client relationships and sustainable success.

What is the Emotional Finance Programme?

The Emotional Finance Programme is a practical, human-centred soft skills and relational intelligence training, designed specifically for financial services.

Built around the Emotional Finance Model — a proprietary methodology developed by psychotherapist and DipFA qualified financial coach Emma Boardwell — it brings psychotherapeutic principles and practice into the heart of the advice process, driving conversion, engagement, loyalty and recommendations.

Who It’s For.

This programme is ideal for:

> Financial planners, advisers, paraplanners, and client relationship managers

> Financial coaches and hybrid professionals working at the intersection of money and emotion

> Professionals preparing to step into client-facing roles or seeking more confidence in them

> Firms that want to develop a more relational, client-centric culture and strengthen their teams from the inside out

If you’re in the business of helping people make good decisions with their money — and want to do that in a more connected, effective, and human way — this programme is for you.

How It Works.

Shared Learning, Targeted Support

Live training sessions are delivered to all participants encouraging rich peer insight and shared language across experience levels. For integration and practice, participants move into their designated stream (see below), enabling focused reflection, scenario work, and skills development shaped around their current needs and experience.

Client Ready Stream

For early-career professionals or those wanting to build extra confidence in client work.

This stream supports newer advisers, paraplanners, and client-facing professionals to build trust, develop core relational skills, emotional presence, and a clear sense of professional identity — all in a supportive and practical learning environment.

Client Alchemy Stream

For experienced advisers ready to deepen and stretch.

This stream is designed for those looking to refine their relational intelligence, challenge ingrained habits, and bring more authenticity and emotional clarity into complex client relationships — especially where stakes are high or dynamics are emotionally charged.

Your Investment.

The full cost of the Emotional Finance Programme, regardless of which stream you join, is £1475. A deposit of £250 is required to secure your place.

Please get in touch if you have any questions before booking, if you would like to pay your deposit via BACS or would like to discuss payment in instalments.

What’s Included?

The Emotional Finance Programme combines expert-led training, tailored feedback, and ongoing support to ensure each participant gets the most from their learning; and brings it back into their client work.

1:1 Pre-Programme Call with Emma To understand each participant’s role, experience, and current challenges — and ensure the programme is shaped to support their learning needs and professional goals.
4 x Live Half-Day Training Sessions
Attended by the full cohort, these sessions teach the Emotional Finance Model through a blend of concept, reflection, and experiential exercises.
4 x Stream-Specific Integration & Practice Calls
Smaller group sessions with peers, offering tailored support through reflective discussion, live demos, role play, and real-world application.
Ongoing Support and Learning Nudges
Regular prompts to help embed learning between sessions, plus access to Emma for troubleshooting, reflection, and deeper support where needed.
1:1 Client Meeting Review
Participants can either submit a recorded client meeting or have a live debrief with Emma to receive focused, personalised feedback on their strengths, blind spots, and development priorities.
1:1 Post-Programme Integration Call
A dedicated session to reflect on progress, integrate learning, and map out what’s next in the participant’s relational development.
Emotional Finance Certification Badge
A mark of commitment to relational excellence, awarded upon full completion of the programme. Includes a formative progress report outlining strengths, areas for growth, and tailored recommendations — ideal for CPD records, performance reviews, or internal development planning.
22 Hours of Structured CPD
All training and development activity in the programme contributes to structured CPD, supporting both professional development goals and regulatory requirements
Preferential Access to the Emotional Finance Collective
Ongoing access to a professional community committed to relational development in financial services

What You’ll Gain.

The Emotional Finance Programme delivers meaningful, measurable benefits, not just for individual participants, but for the teams and businesses they’re part of.

Firms and individuals investing in this training can expect:

> Stronger client relationships, built on trust, connection and collaboration - leading to greater engagement, loyalty, retention, and referrals.

> Improved communication across the board, especially in unpredictable, emotionally complex or high-stakes situations where clarity and empathy matter most

> Greater confidence and consistency in how professionals show up — with presence, groundedness, and a clearer sense of their role and value

> A practical language for soft skills, enabling relational excellence to be named, coached, and measured - not left to chance

> More resilient, prepared and self-aware professionals, with tools to navigate difficult conversations and build sustainable working relationships

> Renewed energy and meaning in client-facing roles — supporting wellbeing, motivation, and long-term performance

> All underpinned by a structured, evidence-informed methodology that makes the invisible side of advice tangible, teachable, and impactful.